A mutual fund pools the money of many investors to purchase securities. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio of securities, which could be anywhere from a few dozen to hundreds of stocks. This provides you with a convenient way to obtain instant diversification that would be harder to achieve on your own. Types of mutual funds There are many mutual funds to…
Continue reading Mutual Fund Basics
Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. You certainly never expected divorce when you cut the wedding cake–you and your spouse planned on spending the rest of your lives together. Unfortunately, the fairy tale didn’t work out, and you’re headed for a divorce. So where do you begin?…
Continue reading Dealing With Divorce
Sign up below and each week you’ll receive our “Guide to Financial Happiness” delivered directly to your inbox, absolutely free, Each edition has informative articles on subjects that matter most to you as well as updates, upcoming events and more.
Passion Led Us Here Meet Our Team Through an understanding of life experiences and sensible planning, we help clients pursue success using a personalized and engaging process to build their confidence for making financial decisions. We use a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence. Nicole N. Middendorf, CDFA CEO of Prosperwell Financial Wealth Advisor with RJFS Justin Gandrud Senior Wealth Advisor Connor Jones Senior Relationship Manager Jack O’Brien Relationship Manager Nolan…
Continue reading Our Team
We Help Business Owners and Organizations to Start, Grow, and Sell Their Business As an entrepreneur, you have so much to plan for: your business, your family, and your retirement. Prosperwell Financial can ease the pressure by delivering the expertise, advice, and customized solutions to achieve your goals. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide. How can Prosperwell Financial support your business and personal needs?
Through an understanding of life experiences and sensible planning, Prosperwell Financial helps you pursue your goals using a personalized and engaging process to build your confidence for making financial decisions. We can help guide you through your major life transitions as well as critical financial challenges.
Prosperwell Financial provides personalized wealth management advice to effectively guide you through every stage of life. Our advisors help to plan your way toward true financial happiness including financial retirement planning, college education savings, estate planning, asset management, insurance, divorce planning, and succession planning. Founded by Wealth Advisor and Certified Divorce Financial Analyst Nicole Middendorf, Prosperwell Financial serves individuals and executives all across the U.S. We help you gain the confidence needed to be in control of your financial happiness.
An automobile accident can be a confusing and stressful event, but being prepared can help you remain calm. It’s important to know what to do immediately after an accident and what to do in the days following. Immediately after an accident Pull off the road if the accident is minor. If the accident is serious and there are injuries, or if you believe there will be a dispute as to who’s at fault, don’t move the vehicles Call for police…
Continue reading Auto Accident Checklist
Tune into “Prosperwell with Nicole” as we examine the path to true happiness. Nicole discusses a variety of topics monthly from saving for retirement to crossing items off your Live It List. If you have a topic you would like to hear about or would like to be a guest on our podcast, please contact us.
A home inventory is a complete and detailed written list of all your personal property that’s located in your home and stored in other structures like garages and toolsheds. It should include your possessions as well as those of family members and others living in your home. You should prepare an inventory whenever you move into a new home. To keep track of new additions and discarded items, be sure to update it every year. Wasn’t there a vase on…
Continue reading Conducting a Home Inventory
